Wealth Planning Specialist

Join Capital Group as a Wealth Specialist

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

As a Wealth Specialist at Capital Group, you'll serve as a senior wealth planning professional, partnering closely with Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals. You'll provide expert guidance tailored to each client's unique goals, engage with sophisticated professionals across a wide range of investment topics, and simplify complex financial concepts to build trusted relationships. You'll train and support advisors by modeling best practices, collaborate with the Wealth Planning and Advisory Group to foster knowledge-sharing, and contribute to thought leadership through client presentations and marketing content. Your insights will help influence sales results and drive client acquisition strategies. In this role, you'll spend approximately 85% of your time in client-facing activities, preparing, presenting, and following up on meetings.

You're driven, strategic, and passionate about helping clients succeed. You bring:

• Advanced knowledge in financial planning, portfolio construction, and trust & estate planning.
• Expertise with financial planning models and tools.
• A CFP or similar designation (e.g., CPWA) preferred.
• Series 65 registration.
• At least 10 years of experience in wealth and financial planning, with a strong track record in client-facing roles at respected financial institutions.
• An undergraduate degree (advanced business degree or professional certification preferred).
• Location Options: This role may be based in Los Angeles, San Francisco, or New York, with approximately 30% travel required.
• Base Salary Range: $217,000 - $261,000

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.